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iShares S&P Mid-Cap 400 Value ETF
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Overview Fund Activity

724 hedge funds and large institutions have $5.27B invested in iShares S&P Mid-Cap 400 Value ETF in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 207 increasing their positions, 267 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
724
Holders Change
-4
Holders Change %
-0.55%
% of All Funds
10.5%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.29%
New
52
Increased
207
Reduced
267
Closed
46
Calls
$473K
Puts
–
Net Calls
+$473K
Net Calls Change
-$248K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$293M
2
Lido Advisors
Lido Advisors
California
$40.9M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$30.4M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$50.5M
5
CFB
Cullen/Frost Bankers
Texas
$81.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$479M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$395M
3
FHC
First Heartland Consultants
Missouri
$550K
4
Bank of New York Mellon
Bank of New York Mellon
New York
$59.5M
5
CIC
Chilton Investment Company
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MBT
376
Montecito Bank & Trust
California
$567K -$23.7K -200 -4%
MCA
377
MSH Capital Advisors
Arizona
$559K +$5.32K +45 +1%
WAP
378
Wealthcare Advisory Partners
Pennsylvania
$559K +$139K +1,171 +33%
FLPIM
379
F.L. Putnam Investment Management
Massachusetts
$558K +$2.48K +21 +0.4%
CCA
380
Cobblestone Capital Advisors
New York
$554K +$3.31K +28 +0.6%
LPAM
381
Lodestar Private Asset Management
California
$554K -$22.1K -187 -4%
FHC
382
First Heartland Consultants
Missouri
$550K -$10.3M -87,305 -95%
B
383
Bailard
California
$548K +$15.1K +128 +3%
PWP
384
Perfromance Wealth Partners
Illinois
$547K – – –
EWM
385
EPG Wealth Management
Georgia
$547K +$1.3K +11 +0.2%
FI
386
FWG Investments
Kentucky
$544K -$37K -313 -6%
CSIC
387
Clifford Swan Investment Counsel
California
$543K – – –
FA
388
FC Advisory
Pennsylvania
$541K -$9.58K -81 -2%
SBWIC
389
Schaper Benz & Wise Investment Counsel
Wisconsin
$533K – – –
SWM
390
SeaCrest Wealth Management
New York
$530K -$710 -6 -0.1%
KPWS
391
Kestra Private Wealth Services
Texas
$527K -$17.6K -149 -3%
FA
392
Fiduciary Alliance
South Carolina
$516K +$703 +6 +0.1%
AA
393
Ancora Advisors
Ohio
$509K – – –
SIC
394
Sigma Investment Counselors
Michigan
$507K – – –
PFA
395
Professional Financial Advisors
Nebraska
$505K +$91.9K +777 +22%
BFA
396
Beaumont Financial Advisors
Massachusetts
$500K – – –
NGA
397
Naples Global Advisors
Florida
$498K +$498K +4,214 New
IWM
398
IHT Wealth Management
Illinois
$488K +$61.9K +523 +15%
BAM
399
Belpointe Asset Management
Nevada
$486K -$34.2K -289 -7%
PA
400
PFG Advisors
Arizona
$481K -$1.07K -9 -0.2%
14 15
16
17 18